IDC ATLASINTELLIGENCE CONSOLE
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中文
INFRASTRUCTURE CENTER

AI infrastructure supply chain

Compute, networking, power, cooling and campus capacity — with selective China coverage where it affects global competition.

8industry sectors0campus updates
SUPPLY CHAIN

What changed across the stack

Source-linked updates · classified by topic

02 · COMPUTE

NVIDIA product radar

Current product form factors and infrastructure read-throughs.

03 · SELECTIVE COVERAGE

China watch

Only developments with a material global supply-chain or competitive read-through.

04 · MODEL DEMAND

Usage and capability signals

GLOBAL AI DIFFUSION%

Generative-AI adoption

Quarterly public adoption indicator.

Source ↗
OPENROUTER · WEEKLY USAGE

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ARENA · CODE / WEBDEV

Public evaluation

05 · CAMPUS & COOLING

Deployment & cooling solutions